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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.09B
3
+$907M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M
5
ABT icon
Abbott
ABT
+$748M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTXR icon
7226
Citius Pharmaceuticals
CTXR
$16M
$1.23K ﹤0.01%
1,364
-668
AFJK
7227
Aimei Health Technology Co
AFJK
$40.2M
$1.23K ﹤0.01%
50
+18
EMET
7228
VanEck Copper and Electrification Metals ETF
EMET
$33M
$1.21K ﹤0.01%
30
-1
REE
7229
DELISTED
REE Automotive
REE
$1.2K ﹤0.01%
2,000
+1,500
LPSN icon
7230
LivePerson
LPSN
$22.7M
$1.19K ﹤0.01%
466
+1
DMII
7231
Drugs Made In America Acquisition II Corp
DMII
$643M
$1.19K ﹤0.01%
119
-50
EWUS icon
7232
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.4M
$1.18K ﹤0.01%
30
-1
SOGP
7233
Sound Group
SOGP
$42.2M
$1.18K ﹤0.01%
70
-27,492
BUDA
7234
Buda Juice Inc
BUDA
$136M
$1.17K ﹤0.01%
+111
DAPP icon
7235
VanEck Digital Transformation ETF
DAPP
$265M
$1.16K ﹤0.01%
77
+60
BLES icon
7236
Inspire Global Hope ETF
BLES
$158M
$1.16K ﹤0.01%
26
+25
PHUN icon
7237
Phunware
PHUN
$43.1M
$1.15K ﹤0.01%
650
+535
FKWL icon
7238
Franklin Wireless
FKWL
$27.9M
$1.14K ﹤0.01%
+300
CRCD
7239
T-REX 2X Inverse CRCL Daily Target ETF
CRCD
$7.75M
$1.14K ﹤0.01%
+169
BAFN icon
7240
BayFirst Financial Corp
BAFN
$29.1M
$1.14K ﹤0.01%
179
RLYB icon
7241
Rallybio
RLYB
$91.2M
$1.13K ﹤0.01%
126
-454
DFSE
7242
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$619M
$1.1K ﹤0.01%
+26
CELZ icon
7243
Creative Medical Technology
CELZ
$5.92M
$1.1K ﹤0.01%
534
+500
LANV.WS
7244
DELISTED
Lanvin Group Holdings Warrants
LANV.WS
$1.1K ﹤0.01%
100,000
INKT icon
7245
MiNK Therapeutics
INKT
$55M
$1.09K ﹤0.01%
104
BNGO icon
7246
Bionano Genomics
BNGO
$13.8M
$1.08K ﹤0.01%
927
-1,297
FEDU
7247
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$22.7M
$1.07K ﹤0.01%
100
-1
ZSTK
7248
ZeroStack Corp
ZSTK
$5.45M
$1.07K ﹤0.01%
173
-1
LNAI
7249
Lunai Bioworks
LNAI
$13.3M
$1.06K ﹤0.01%
327
SEPU
7250
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$157M
$1.06K ﹤0.01%
38
288 289
290
291 292